See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $107,334-88.3% | $92,893-86.5% | $152,861-91.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 28.97% | 145.58%-116.6pp | 109.41%-80.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,249 | $4,221-70.4% | $3,653-65.8% | $4,762-73.8% |
| Participant deferral / active EE | $1,936 | $4,845-60.0% | $4,236-54.3% | $5,850-66.9% |
| Admin fee / account holder | $242 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |